Dimensional U.S. Targeted Value ETF $DFAT Holdings Boosted by Cardiff Park Advisors LLC

Cardiff Park Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 317,234 shares of the company’s stock after purchasing an additional 11,460 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 1.6% of Cardiff Park Advisors LLC’s investment portfolio, making the stock its 12th biggest holding. Cardiff Park Advisors LLC owned 0.16% of Dimensional U.S. Targeted Value ETF worth $19,811,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Steward Partners Investment Advisory LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock valued at $1,572,000 after buying an additional 167 shares in the last quarter. OneAscent Family Office LLC raised its position in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after buying an additional 170 shares during the period. Cary Street Partners Financial LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 1.3% in the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after acquiring an additional 175 shares in the last quarter. Accurate Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 3.0% in the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after acquiring an additional 202 shares in the last quarter. Finally, Cloud Capital Management LLC boosted its position in Dimensional U.S. Targeted Value ETF by 4.0% during the 4th quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock worth $330,000 after acquiring an additional 215 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $70.57 on Monday. Dimensional U.S. Targeted Value ETF has a one year low of $52.83 and a one year high of $71.39. The business has a 50-day moving average price of $68.66 and a two-hundred day moving average price of $65.84. The firm has a market capitalization of $14.61 billion, a PE ratio of 12.39 and a beta of 0.97.

Dimensional U.S. Targeted Value ETF Company Profile

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.